Ca Clarity Online Training

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CA Clarity Course Contents

Project Management

• Project Management Components
• Advance Project Planning
• How to Create and Manage Projects
• Access Project Management
• Collaboration Tools
• Access Rights
• Project Management Reports

Managing Projects

• How to Create Projects
• Create New Projects
• Project Templates
• Create Projects from Project Templates
• Copy Project Template Data into Projects
• How to Copy Financial Plans from Project Templates
• Fields Used for Copying Financial Plans
• Open Projects in Open Workbench
• Project Properties
• Edit General Properties
• Scheduling Properties
• Risks
• Budget Properties
• Financial Processing
• Access to this Project
• Estimates at the Project Level
• How to Define Project Estimates
• How ETC is Calculated
• View ETC
• How to Modify ETC at the Project Level
• Earned Value
• Baselines and Earned Value Computations
• Earned Value Data Fields
• Earned Value Calculation Methods
• How Earned Value Calculation Methods are applied
• How to Calculate and Record Earned Value Totals
• Display Earned Value Data 
• 6 Project Management User Guide
• Define Project Contracts
• Master Projects and Subprojects
• Add Subprojects to Master Projects
• Add Projects to Subprojects
• View Combined Subproject Actual and Estimates
• Remove Subprojects from Projects
• Control Access to Subprojects
• Master Project and Subproject Baselines
• Dependencies
• Create Project Dependencies
• View Project Dependencies
• Remove Project Dependencies
• Associated Releases
• View a List of Associated Releases
• Open Releases Associated to Projects or Programs
• Unlink Projects or Programs from Releases
• Baselines
• Create New Baselines
• Master Project and Subproject Baselines
• Edit Baselines
• Display Master Project Baselines  
• View Current Baseline
• View Baseline Work Allocation and EV Data
• How to Manually Update Baselines  
• Delete Baselines  
• Auto schedule
• Display Schedules
• Return to the Plan of Record without Publishing
• Define Auto schedule Parameters and Auto schedule  
• Check Auto schedule Progress
• View Auto schedule Results
• Cancel Auto scheduling
• Projects Locks and Tentative Schedule Mode
• Schedule Subnets
• Add and Remove Projects to the Overview: General Page
• Monitor Project Performance
• Labor Resource Effort Port let
• Team Utilization Port let
• How to Delete Projects
• Deactivate Projects
• Mark Project for Deletion
• Cancel Project Marked for Deletion

Managing Tasks

• Project Task Overview
• Project Task Terminology
• How to Design Tasks and Milestones
• Task Work Breakdown Structures Guidelines
• How to Create Key and Milestone Tasks
• Create Tasks and Milestones
• Create Tasks from Project Templates  
• Create New Tasks in the Work Breakdown Structure  
• View and Open Tasks
• Associated Task Forms
• Add New Forms to Tasks
• View and Open Forms
• Grant Form Permissions
• Start Processes for Forms
• Delete Forms from Tasks
• Task Properties
• General Properties
• Set Default Earned Value Options at the Task Level
• Manually Override BCWP at the Task Level
• Task Relationships and Dependencies
• Create Task Dependencies
• Display Task Relationships and Dependencies
• Edit Task Dependencies
• How to Manipulate the Gantt View
• Finish-Start Dependency Links
• Task Associated Risks and Issues
• View a List of Risks Associated with Tasks
• View a List of Issues Associated with Tasks
• Associated Requirements
• View a List of Associated Requirements
• Open Requirements Associated to Project Tasks
• Unlink Project Tasks from Requirements
• Task Work Breakdown Structure
• Indent and out dent Tasks in Work Breakdown Structure  
• Move Tasks in Work Breakdown Structure  
• Sort Tasks in Work Breakdown Structure
• Expand and Collapse the Work Breakdown Structure
• Edit Tasks in the WBS  
• Configure Columns in the Work Breakdown Structure  
• Assign Resources to Tasks in the WBS  
• Resource Utilization
• How to View Resource Utilization
• Edit Resource Utilization  
• Estimates (ETC) at the Task Level 
• Define ETC at the Task Level
• How to Modify ETC at the Task Level  
• Task Estimating Rules 
• Edit Tasks and Milestones  
• Delete Tasks and Milestones 

Building Project Teams  

• Project Team Overview  
• How to Manage Project Teams  
• Staff Project Tasks  
• How to Assign Staff to Projects  
• Resource Loading Patterns
• Define Staff Assignment Properties  
• Remove Staff from Assignments  
• View and Edit Task Assignments  
• How to Replace Staff Assigned to Projects or Tasks  
• Change Staff Member Roles on Projects
• Remove Staff Members from Projects
• How to Staff Projects  
• Add Resources or Roles to Project Staff
• View Project Staff
• Edit Staff Member Details
• Resource Requisitions
• Role Capacity  
• Manage Project Participants
• Add Participants to Projects
• Remove Participants from Projects
• Designate Participants as Collaboration Managers
• Remove Collaboration Manager Rights
• Create Participant Groups
• Add Resources to Participant Groups
• Remove Resources from Participant Groups
• Delete Participant Groups  
• Staff Allocations
• Edit Staff Allocations
• Edit Team Allocations from the Team Grid
• Edit Resource Allocations
• How to Reset Staff Allocations
• Change Default Allocation for a Resource
• Shift and Scale Resource Allocations

Project Hierarchies 
 

• Project Hierarchy Overview
• Build your Hierarchy
• Add Child Investments and Services from the Financial Rollup
• Remove Child Investments or Services from the Financial Rollup
• View the Project's Financial Rollup
• Define Child Investment Allocations
• Filter the List of Child Investments and Services
• Return to the Project
• View Project Total Cost of Ownership
• View the Project's Effort Rollup
• View the Project's Parent Investments and Services  
• Add and Remove Parent Investment Associations
• Define Parent Investment Allocations
• Share Projects across Investments or Services  

Risks, Issues, and Change Requests  
 

• Risk Management Overview
• Rate Pre-Defined Risk Factors
• Assign Rates to Risk Factors
• How to Create and Manage Risks
• Create Risks
• Create Issues from Risks  
• Create Risks from Change Requests
• Create Risks from Issues
• Calculated Risk Score
• Define Risk Properties
• Edit, View, Close, and Delete Risks
• How to Design Risk Response Strategies
• Risk Notes
• View a List of Action Items Associated to Risks
• Risks Associated to Tasks
• Risk Audit Trail
• Risk Management Processes
• How to Create and Manage Issues
• Create Issues
• Import Issues from another System of Record
• Attach Documents to Issues
• Convert Change Requests into Issues
• Define Issue Properties
• Edit Issues
• Issue Notes
• Issue Action Items
• Tasks Associated to Issues
• Issue Audit Trail
• Issue Processes
• Resolve Issues
• Create Change Requests  
• Create Change Requests from Issues
• Create Change Requests from Risks
• Define Change Request Properties
• Edit, View, Close and Delete Change Requests
• Change Request Notes
• Change Request Audit Trail
• Change Request Processes

Programs

• The Differences between Projects and Programs
• Access Rights for Programs
• Access Programs
• How to Create Programs
• Create New Programs
• Convert Projects into Programs
• Program Properties
• Access to this Program
• Open Programs in Open Workbench
• Add Projects to Programs
• View Combined Subproject actual and Estimates
• Remove Projects from Programs
• Program Dependencies
• Create Program Dependencies 
• View Program Dependencies
• Remove Dependencies
• Associated Releases
• View a List of Associated Releases
• Open Releases Associated to Projects or Programs
• Unlink Projects or Programs from Releases
• Monitor Program Performance
• Labor Resource Effort Port let
• Team Utilization Port let
• How to Delete Programs
• Cancel Programs Marked for Deletion

Contact Us:309-200-3848

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